First Western Financial Inc
MYFW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001327607
In the last 90 days, First Western Financial Inc insiders filed 0 open-market purchases and 1 sale; 103 institutions reported holding it in 13F filings for Q2 2026, worth $214.6M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in First Western Financial Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 92
- +9 vs. Q2 2025
- Shares held
- 6.30M
- +296.1K (+4.9%) vs. Q2 2025
- Total value
- $145.0M
- +$9.55M (+7.0%) vs. Q2 2025
- New holders
- 19
- 29 more added
- Sold out
- 10
- 28 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MYFW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $214.6M |
| Q1 2026 | 95 | $163.4M |
| Q4 2025 | 94 | $173.7M |
| Q3 2025 | 92 | $145.0M |
| Q2 2025 | 83 | $135.4M |
| Q1 2025 | 71 | $114.2M |
| Q4 2024 | 67 | $115.2M |
| Q3 2024 | 71 | $112.0M |
| Q2 2024 | 63 | $95.3M |
| Q1 2024 | 57 | $80.3M |
| Q4 2023 | 60 | $106.8M |
| Q3 2023 | 58 | $96.0M |
| Q2 2023 | 59 | $94.9M |
| Q1 2023 | 59 | $96.6M |
| Q4 2022 | 62 | $137.3M |
| Q3 2022 | 64 | $120.1M |
| Q2 2022 | 70 | $130.2M |
| Q1 2022 | 61 | $136.1M |
| Q4 2021 | 53 | $120.8M |
| Q3 2021 | 48 | $107.5M |
| Q2 2021 | 50 | $94.5M |
| Q1 2021 | 56 | $95.3M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $185 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $185 | 0.00% | +4+100.0% | Added |
| IFP Advisors, Inc | 10 | $230 | 0.00% | +10 | Added |
| Nisa Investment Advisors, LLC | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $276 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| EverSource Wealth Advisors, LLC | 46 | $1.06K | 0.00% | −5−9.8% | Reduced |
| GAMMA Investing LLC | 92 | $2.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 122 | $2.81K | 0.00% | +122 | New |
| Harbor Capital Advisors, Inc. | 125 | $3.00K | 0.00% | +5+4.2% | Added |
| Optiver Holding B.V. | 142 | $3.27K | 0.00% | +142 | New |
| Essential Partners LLC | 161 | $3.71K | 0.00% | +149+1,241.7% | Added |
| Northwestern Mutual Wealth Management Co | 210 | $4.83K | 0.00% | +210 | New |
| Amalgamated Bank | 274 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 325 | $7.48K | 0.00% | −2,647−89.1% | Reduced |
| Sterling Capital Management LLC | 377 | $8.68K | 0.00% | +208+123.1% | Added |
| California State Teachers Retirement System | 579 | $13.3K | 0.00% | +1+0.2% | Added |
| Ameritas Investment Partners, Inc. | 592 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 636 | $14.6K | 0.00% | −693−52.1% | Reduced |
| CWM, LLC | 655 | $15.0K | 0.00% | +292+80.4% | Added |
| Legal & General Group Plc | 810 | $18.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 841 | $19.4K | 0.00% | +841 | New |
| New York State Common Retirement Fund | 1,068 | $24.6K | 0.00% | +1,000+1,470.6% | Added |
| BNP Paribas Arbitrage, SA | 1,631 | $37.6K | 0.00% | +441+37.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $64.3K | 0.00% | +1,449+107.7% | Added |
| FMR LLC | 2,960 | $68.2K | 0.00% | −184−5.9% | Reduced |
| Royal Bank of Canada | 3,622 | $84.0K | 0.00% | −8,101−69.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,957 | $91.1K | 0.00% | −759−16.1% | Reduced |
| MetLife Investment Management | 4,620 | $106.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,893 | $135.7K | 0.00% | −12,598−68.1% | Reduced |
| Wells Fargo & Company | 7,306 | $168.2K | 0.00% | +955+15.0% | Added |
| JPMorgan Chase & Co | 7,350 | $169.2K | 0.00% | +1,555+26.8% | Added |
| Deutsche Bank AG | 7,516 | $173.1K | 0.00% | +7,516 | New |
| Bank of America Corp | 7,547 | $173.8K | 0.00% | −2,986−28.3% | Reduced |
| Jump Financial, LLC | 8,898 | $204.9K | 0.00% | +8,898 | New |
| Rhumbline Advisers | 11,548 | $265.9K | 0.00% | −1,564−11.9% | Reduced |
| Jane Street Group, LLC | 11,749 | $270.5K | 0.00% | +896+8.3% | Added |
| AQR Capital Management LLC | 12,019 | $276.7K | 0.00% | +12,019 | New |
| Lido Advisors, LLC | 13,925 | $320.6K | 0.00% | +10.0% | Added |
| American Century Companies Inc | 14,078 | $324.1K | 0.00% | +14,078 | New |
| ELCO Management Co., LLC | 14,746 | $339.5K | 0.18% | −3,626−19.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,955 | $344.3K | 0.00% | −868−5.5% | Reduced |
| Trexquant Investment LP | 15,973 | $367.8K | 0.00% | +6,894+75.9% | Added |
| Round Rock Advisors, LLC | 18,210 | $413.0K | 0.07% | +18,210 | New |
| Bank of New York Mellon Corp | 18,956 | $436.5K | 0.00% | +1,203+6.8% | Added |
| Ameriprise Financial Inc | 19,000 | $437.5K | 0.00% | +19,000 | New |
| Barclays PLC | 20,544 | $473.0K | 0.00% | −2,413−10.5% | Reduced |
| Los Angeles Capital Management LLC | 20,662 | $475.7K | 0.00% | −12,819−38.3% | Reduced |
| STRS Ohio | 22,600 | $520.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 24,018 | $553.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,101 | $554.9K | 0.00% | −8,150−25.3% | Reduced |
| Raymond James Financial Inc | 25,000 | $575.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 26,159 | $602.3K | 0.00% | +3,006+13.0% | Added |
| First Trust Advisors LP | 29,081 | $669.6K | 0.00% | +29,081 | New |
| Empowered Funds, LLC | 30,376 | $699.4K | 0.01% | +3,325+12.3% | Added |
| SummerHaven Investment Management, LLC | 35,552 | $818.6K | 0.48% | +35,552 | New |
| Morgan Stanley | 36,320 | $836.3K | 0.00% | +8,346+29.8% | Added |
| Persistent Asset Partners Ltd | 38,607 | $888.9K | 0.64% | +15,201+64.9% | Added |
| Two Sigma Investments, LP | 38,966 | $897.2K | 0.00% | +38,966 | New |
| Victory Capital Management Inc | 39,320 | $905.3K | 0.00% | +39,320 | New |
| Biltmore Family Office, LLC | 45,316 | $1.04M | 0.15% | 00.0% | Unchanged |
| Sippican Capital Advisors | 47,825 | $1.10M | 0.73% | +2,725+6.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.20M | 0.52% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.27M | 1.22% | −163−0.3% | Reduced |
| Northern Trust Corp | 62,014 | $1.43M | 0.00% | +254+0.4% | Added |
| Renaissance Technologies LLC | 62,300 | $1.43M | 0.00% | −12,500−16.7% | Reduced |
| Bridgeway Capital Management, LLC | 77,758 | $1.79M | 0.04% | −4,775−5.8% | Reduced |
| Marshall Wace, LLP | 85,397 | $1.97M | 0.00% | −11,837−12.2% | Reduced |
| Acadian Asset Management LLC | 94,025 | $2.16M | 0.00% | +22,387+31.3% | Added |
| First Western Trust Bank | 109,503 | $2.52M | 0.12% | −3,162−2.8% | Reduced |
| Wellington Management Group LLP | 110,725 | $2.55M | 0.00% | +110,725 | New |
| PMC FIG Opportunities LLC | 120,111 | $2.77M | 4.23% | +52,234+77.0% | Added |
| State Street Corp | 128,298 | $2.95M | 0.00% | +4,432+3.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 130,798 | $3.01M | 0.01% | +130,798 | New |
| Diamond Hill Capital Management Inc | 153,379 | $3.53M | 0.02% | −4,035−2.6% | Reduced |
| Boothbay Fund Management, LLC | 156,282 | $3.60M | 0.09% | +57,565+58.3% | Added |
| Geode Capital Management, LLC | 180,427 | $4.15M | 0.00% | −1,281−0.7% | Reduced |
| Tieton Capital Management, LLC | 181,876 | $4.19M | 1.45% | +2,535+1.4% | Added |
| RMB Capital Management, LLC | 197,056 | $4.54M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 199,483 | $4.59M | 0.00% | −157,981−44.2% | Reduced |
| Dimensional Fund Advisors LP | 250,077 | $5.76M | 0.00% | +12,730+5.4% | Added |
| Mendon Capital Advisors Corp | 253,336 | $5.83M | 2.66% | −27,188−9.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 311,502 | $7.17M | 0.42% | −3,235−1.0% | Reduced |
| Jacobs Asset Management, LLC | 314,959 | $7.25M | 3.97% | −25,041−7.4% | Reduced |
| Algebris (UK) Ltd | 315,449 | $7.26M | 0.82% | +315,449 | New |
| Banc Funds Co LLC | 414,629 | $9.55M | 1.67% | −75,892−15.5% | Reduced |
| Vanguard Group Inc | 427,427 | $9.84M | 0.00% | −6,025−1.4% | Reduced |
| BlackRock, Inc. | 494,887 | $11.4M | 0.00% | −13,508−2.7% | Reduced |
| North Reef Capital Management LP | 617,824 | $14.2M | 0.67% | +72,102+13.2% | Added |
| Colony Group, LLC | 2,146 | – | – | +2,146 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −183,108−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −58,941−100.0% | Sold out |
| Colorado Capital Management, Inc. | 0 | $0 | 0.00% | −39,744−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,824−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,682−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |